Life Insurance Financial Professional

4 weeks ago

Tampa, United States New York Life Full time
Description

We are seeking a dedicated Life Insurance Financial Professional to join our team in Tampa, FL, US. This position requires delivering exceptional customer service and achieving sales goals. The ideal candidate will possess a thorough knowledge of our products, display a customer-focused mindset, and recommend appropriate solutions. Responsibilities include overseeing inventory, fulfilling responsibilities, and presenting products. The perfect candidate will maintain a positive outlook and efficiently handle multiple tasks in a fast-paced environment.

Responsibilities

•Develop relationships with clients to determine their financial goals and needs
•Research potential markets for new leads
•Supply clients with tailored solutions for their individual goals
•Enhance your product and service knowledge with New York Life training courses
•Acquire necessary licenses to provide securities and investments for wealth management and advanced planning
•Facilitate comprehensive information regarding insurance, annuities, long-term care insurance, and investments
•Utilize questions, active listening, and presentation of solutions to establish professional-client connections
•Identify new markets for growth
•Present apt solutions to potential customers
•Guide clients on the offerings of insurance, annuities, long-term care insurance, investment securities, and more
•Strengthen your expertise in New York Life training curriculums

Qualifications

•Possess superior communication skills to effectively communicate complex topics
•Showcase an aptitude for networking and collaborating with various stakeholders
•Possess an affinity for growth and an experience with sales is beneficial
•Grand passion for helping others
•Exhibit a strong sense of self-motivation
•Display a success-driven attitude
•Have a cheerful, optimistic demeanor in all situations
•Adaptable, being able to adjust to the ever-changing environment
•Open to receiving constructive criticism
•Have a drive to learn and develop skills
•Demonstrate an in-depth knowledge of the business
•Will adhere to the highest ethical standards
•Possess a valid 2-15 Health Life and Annuity license
•Be eligible for a SIE, Series 6/7, and 63/65 license

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